See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $5,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,407 | $65,908-34.1% | $81,812-46.9% | $77,643-44.1% |
| Participation rate | 59.9% | 65.8%-5.9pp | 72.3%-12.5pp | 70.6%-10.7pp |
| Annual return | 16.09% | 26.64%-10.6pp | 773.79%-757.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,250 | $2,370-47.3% | $2,912-57.1% | $2,726-54.2% |
| Participant deferral / active EE | $1,237 | $3,505-64.7% | $4,319-71.4% | $4,647-73.4% |
| Admin fee / account holder | $10 | $526-98.2% | $7,386-99.9% | $430-97.8% |